Godshalk Welsh Capital Management’s Vanguard Mid-Cap ETF VO Stock Holding History

Godshalk Welsh Capital Management’s Portfolio VO Stock Details VO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-2,160	Closed	-$67K	–	243
2014 Q4	$67K	Buy	+2,160	New	+$65.1K	0.06%	189

Other funds holding VO

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

TCT

TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Godshalk Welsh Capital Management's VO Position: Q1 2015 in Review

Godshalk Welsh Capital Management sold out of Vanguard Mid-Cap ETF (VO) in Q1 2015, closing a stake of 2,160 shares — an estimated $67K sold.

Godshalk Welsh Capital Management first reported a position in VO in Q4 2014 and held it in 1 quarter. The position peaked at $67K in Q4 2014. 388 funds tracked by Wall St. Rank hold VO as of Q1 2015.

Godshalk Welsh Capital Management reported no remaining Vanguard Mid-Cap ETF position as of Q1 2015 after selling out during the quarter.
Godshalk Welsh Capital Management sold 2,160 Vanguard Mid-Cap ETF shares in Q1 2015, an estimated $67K.
Godshalk Welsh Capital Management first reported a position in Vanguard Mid-Cap ETF in Q4 2014 and held it in 1 quarter.
Godshalk Welsh Capital Management's Vanguard Mid-Cap ETF position peaked at $67K in Q4 2014.
388 funds tracked by Wall St. Rank held Vanguard Mid-Cap ETF as of Q1 2015.

Based on Godshalk Welsh Capital Management's 13F filing for Q1 2015, filed 12 May 2015.